Aprio Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Aprio Wealth Management’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$505K	Buy	5,414 +417	+8%	+$39.7K	0.03%	348
2025 Q4	$471K	Buy	4,997 +202	+4%	+$17.1K	0.03%	330
2025 Q3	$383K	Buy	4,795 +311	+7%	+$23.3K	0.04%	275
2025 Q2	$329K	Buy	4,484 +639	+17%	+$41.7K	0.04%	263
2025 Q1	$230K	Buy	+3,845	New	+$224K	0.03%	322

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Aprio Wealth Management's TD Position: Q1 2026 in Review

Aprio Wealth Management increased its Toronto Dominion Bank (TD) stake by 8.3% in Q1 2026, buying an estimated $39.7K and bringing the position to 5,414 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #348.

Aprio Wealth Management first reported a position in TD in Q1 2025 and has held it in 5 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Aprio Wealth Management held 5,414 shares of Toronto Dominion Bank worth $505K as of Q1 2026.
Aprio Wealth Management bought 417 Toronto Dominion Bank shares in Q1 2026, an estimated $39.7K.
Toronto Dominion Bank made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #348 holding.
Aprio Wealth Management first reported a position in Toronto Dominion Bank in Q1 2025 and has held it in 5 quarters since.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.